ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $832,761 | -5.5% | 8,868 | -1.9% | 0.04% | -2.6% |
| Q2 2023 | $880,985 | +6.8% | 9,039 | -0.9% | 0.04% | +11.4% |
| Q1 2023 | $825,006 | +27.9% | 9,121 | +19.8% | 0.04% | +12.9% |
| Q4 2022 | $645,179 | +12.0% | 7,613 | +5.0% | 0.03% | -6.1% |
| Q3 2022 | $576,000 | +11.2% | 7,250 | +17.5% | 0.03% | +6.5% |
| Q2 2022 | $518,000 | -30.9% | 6,170 | -16.7% | 0.03% | -32.6% |
| Q1 2022 | $750,000 | +44.8% | 7,403 | +54.3% | 0.05% | +48.4% |
| Q4 2021 | $518,000 | +117.6% | 4,797 | +98.3% | 0.03% | +93.8% |
| Q3 2021 | $238,000 | +65.3% | 2,419 | +52.6% | 0.02% | +60.0% |
| Q1 2021 | $144,000 | – | 1,585 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 266,691 | $22,949,000 | 28.08% |
| Sharkey, Howes & Javer | 646,600 | $55,627,000 | 18.57% |
| BHF RG Capital Inc. | 279,556 | $24,050,000 | 18.14% |
| ONE Advisory Partners, LLC | 274,081 | $23,579,000 | 16.15% |
| CLIENT 1ST ADVISORY GROUP, LLC | 262,068 | $22,708,000 | 14.74% |
| FIRETHORN WEALTH PARTNERS, LLC | 121,045 | $10,414,000 | 11.25% |
| 55I, LLC | 1,748,678 | $150,439,000 | 11.22% |
| VIVID FINANCIAL MANAGEMENT, INC. | 263,385 | $22,659,000 | 10.93% |
| PAX Financial Group, LLC | 396,046 | $34,072,000 | 10.66% |
| Stone House Investment Management, LLC | 239,258 | $20,583,000 | 10.37% |